Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,187 | $100,194-55.9% | $122,979-64.1% | $86,983-49.2% |
| Participation rate | 97.2% | 73.0%+24.3pp | 77.2%+20.0pp | 69.5%+27.7pp |
| Annual return | 10.46% | 16.47%-6.0pp | 20.12%-9.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,536 | $2,326-33.9% | $3,062-49.8% | $2,584-40.6% |
| Participant deferral / active EE | $1,895 | $4,133-54.1% | $5,003-62.1% | $4,194-54.8% |
| Admin fee / account holder | $7,021 | $10,148-30.8% | $12,864-45.4% | $7,856-10.6% |